LIAM vs GXLC
Comparison between LifeX 2055 Inflation-Protected Longevity Income ETF (LIAM, ETF) and GLOBAL X U.S. 500 ETF (GXLC, ETF).
LIAM vs GXLC - Performance Comparison
Key Characteristics
Financial metrics and valuation ratios
Net Assets
LIAM
$4.30M
GXLC
$4.30M
Expense Ratio
LIAM
0.25%
Winner
GXLC
0.02%
Max Drawdown
LIAM
13.96%
Winner
GXLC
9.19%
Sharpe Ratio
LIAM
-0.03
Winner
GXLC
1.00
5Y Beta
Winner
LIAM
0.09
GXLC
1.03
P/E Ratio
LIAM
N/A
GXLC
29.62
Forward P/E
LIAM
N/A
GXLC
22.33
5Y EPS CAGR
LIAM
N/A
GXLC
26.06%
Debt to Equity
LIAM
N/A
GXLC
34.71%
P/S Ratio
LIAM
N/A
GXLC
3.85
P/B Ratio
LIAM
N/A
GXLC
5.80
LIAM vs GXLC - Holdings Comparison
LIAM and GXLC have 1 common holdings. Overlap is 0.02%
LIAM's top 25 holdings weight is 100.03%. GXLC's top 25 holdings weight is 51.46%.
| Rank | LIAM | GXLC |
|---|---|---|
| #1 | UNITED STATES TREASURY BONDS 2.13% (n/a) - 22.94% | NVIDIA CORP (NVDA) - 7.71% |
| #2 | UNITED STATES TREASURY NOTES 1.88% (n/a) - 18.12% | APPLE INC (AAPL) - 6.77% |
| #3 | UNITED STATES TREASURY BONDS 0.88% (n/a) - 11.04% | MICROSOFT CORP (MSFT) - 4.68% |
| #4 | UNITED STATES TREASURY BONDS 2.38% (n/a) - 10.98% | AMAZON.COM INC (AMZN) - 3.91% |
| #5 | UNITED STATES TREASURY NOTES 0.13% (n/a) - 7.49% | ALPHABET INC CLASS A (GOOGL) - 3.48% |
| #6 | UNITED STATES TREASURY BONDS 1% (n/a) - 7.09% | BROADCOM INC (AVGO) - 3.01% |
| #7 | UNITED STATES TREASURY BONDS 1.5% (n/a) - 6.90% | ALPHABET INC CLASS C (GOOG) - 3.00% |
| #8 | UNITED STATES TREASURY NOTES 1.25% (n/a) - 3.97% | TESLA INC (TSLA) - 2.22% |
| #9 | UNITED STATES TREASURY NOTES 1.38% (n/a) - 3.88% | META PLATFORMS INC CLASS A (META) - 2.06% |
| #10 | UNITED STATES TREASURY NOTES 2.38% (n/a) - 3.07% | MICRON TECHNOLOGY INC (MU) - 1.55% |
| #11 | UNITED STATES TREASURY NOTES 1.13% (n/a) - 1.19% | ELI LILLY AND CO (LLY) - 1.39% |
| #12 | FIRST AMERICAN GOVERNMENT OBLIGS X (FGXXX) - 0.94% | JPMORGAN CHASE & CO (JPM) - 1.27% |
| #13 | MORGAN STANLEY INSTL LQUDTY GOVT INSTL (MVRXX) - 0.94% | ADVANCED MICRO DEVICES INC (AMD) - 1.25% |
| #14 | UNITED STATES TREASURY NOTES 2.13% (n/a) - 0.65% | BERKSHIRE HATHAWAY INC CLASS B (BRK-B) - 1.03% |
| #15 | OTHER ASSETS AND LIABILITIES (n/a) - 0.49% | EXXON MOBIL CORP (XOM) - 0.96% |
| #16 | UNITED STATES TREASURY NOTES 1.75% (n/a) - 0.22% | JOHNSON & JOHNSON (JNJ) - 0.85% |
| #17 | UNITED STATES TREASURY NOTES 1.63% (n/a) - 0.08% | INTEL CORP (INTC) - 0.84% |
| #18 | UNITED STATES TREASURY NOTES 0.5% (n/a) - 0.02% | VISA INC CLASS A (V) - 0.84% |
| #19 | UNITED STATES TREASURY NOTES 0.38% (n/a) - 0.02% | WALMART INC (WMT) - 0.79% |
| #20 | N/A | CISCO SYSTEMS INC (CSCO) - 0.72% |
| #21 | N/A | COSTCO WHOLESALE CORP (COST) - 0.69% |
| #22 | N/A | CATERPILLAR INC (CAT) - 0.64% |
| #23 | N/A | LAM RESEARCH CORP (LRCX) - 0.62% |
| #24 | N/A | MASTERCARD INC CLASS A (MA) - 0.60% |
| #25 | N/A | ABBVIE INC (ABBV) - 0.58% |
| Total Holdings | 19 | 497 |
LIAM vs GXLC - Historical Returns
Returns include dividend reinvestment.
1M
LIAM
-0.31%
Winner
GXLC
+2.13%
3M
LIAM
-1.15%
Winner
GXLC
+8.89%
6M
LIAM
-0.10%
Winner
GXLC
+8.24%
1Y
LIAM
+3.56%
GXLC
N/A
Max(CAGR)
LIAM
-1.09%
Winner
GXLC
+17.68%
LIAM vs GXLC - Annual Returns (2024 - 2026)
Returns include dividend reinvestment.
| Year | LIAM | GXLC |
|---|---|---|
| 2026 | +0.41% | +8.43% |
| 2025 | +5.23% | +3.22% |
| 2024 | -7.10% | N/A |
LIAM vs GXLC Drawdown Comparison
The maximum drawdown for LIAM was -8.39%, occurring on Jan 14, 2025. Recovery took 272 trading sessions.
The maximum drawdown for GXLC was -9.08%, occurring on Mar 30, 2026. Recovery took 53 trading sessions.
The current LIAM drawdown is -2.60%. The current GXLC drawdown is -2.88%.
| Rank | LIAM | GXLC |
|---|---|---|
| #1 | -8.39% Sep 16, 2024 - Oct 16, 2025 | -9.08% Jan 28, 2026 - Apr 15, 2026 |
| #2 | -4.45% Oct 28, 2025 - Mar 27, 2026 | -5.25% Oct 28, 2025 - Dec 11, 2025 |
| #3 | -0.39% Oct 22, 2025 - Oct 28, 2025 | -2.93% Oct 8, 2025 - Oct 24, 2025 |
| #4 | -0.31% Oct 16, 2025 - Oct 21, 2025 | -2.88% Jun 2, 2026 - Jun 5, 2026 |
| #5 | N/A | -2.63% Dec 11, 2025 - Dec 23, 2025 |
| #6 | N/A | -2.63% Jan 12, 2026 - Jan 28, 2026 |
| #7 | N/A | -2.06% May 14, 2026 - May 26, 2026 |
| #8 | N/A | -1.17% Dec 24, 2025 - Jan 6, 2026 |
| #9 | N/A | -0.85% Apr 17, 2026 - Apr 22, 2026 |
| #10 | N/A | -0.64% Apr 27, 2026 - Apr 30, 2026 |
| #11 | N/A | -0.50% Sep 24, 2025 - Sep 26, 2025 |
| #12 | N/A | -0.49% May 6, 2026 - May 8, 2026 |
| #13 | N/A | -0.44% Apr 22, 2026 - Apr 24, 2026 |
| #14 | N/A | -0.44% May 1, 2026 - May 5, 2026 |
| #15 | N/A | -0.43% Oct 6, 2025 - Oct 8, 2025 |
Correlation
Correlation between LIAM and GXLC is 0.02 which considered as a very weak or no correlation - the stocks move independently of each other.
0.02
-101
Dividend Comparison (2024 - 2026)
LIAM vs GXLC dividend yield comparison.
| Year | LIAM | GXLC |
|---|---|---|
| 2026 | 2.25% | 0.37% |
| 2025 | 9.02% | 0.30% |
| 2024 | 1.21% | 0.00% |
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